Plan Ledger DOL Form 5500 · updated monthly

Senior Health South - Tampa LLC401(k)

SENIOR HEALTH SOUTH - TAMPA LLC 401(K) PLAN · BALA CYNWYD, PA · plan year 2022

Reported admin expense ratio · 2022
2.19%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Senior Health South - Tampa LLC reported $6,325 in plan administrative expenses for 2022: 2.19% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,602nd of 3,651), and 11,601st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$271,298
Participants with balances10
Active participants186
Employer contributions$0
Employee contributions$29,751
Employer contribution per active participant$0
Average account balance$27,130
Benefits paid to participants$6,382
Plan auditUnmodified (clean) audit opinion
AuditorMSL, P.A.
Administrative expenses, itemized · 2022
Investment management$355
Total administrative$6,325
The Senior Health South - Tampa LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Senior Health South - Tampa LLC's 2022 employer contribution ran below the $331 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$6,325 · 2.19%
Similar plansHealth Care & Social Assistance · Pennsylvania
Gwynedd Healthcare LLC PA$349K · 1.02%
Relevant Home Care Inc. PA$244K · 0.74%
Brightside Academy, Inc. PA$196K · 1.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141864151 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.